Heckerling
Institute 2002
Reports from the event, as posted to the ABA-PTL List Serve |
Report #1
back
to 2002 Table of Contents
As we have done in January for the last five
years, and again with
the permission of the University of Miami School of Law Center for
Continuing Legal Education, we will be posting to this list throughout
the coming week highlights of the proceedings of the 36th Annual
Philip E. Heckerling Institute on Estate Planning that is being
held
January 7-11, 2002 at the Fontainebleau Hilton Resort and Towers
in Miami Beach, Florida.
Our on-site local reporters there in Miami this year will include:
Stephan R. Leimberg Esq. of Bryn Mawr, PA - Steve@leimbergservices.com
Bruce Stone Esq. of Miami, FL - BruceStone@aol.com
Theodore B. Atlass Esq. of Denver, CO - TAtlass@atlass.com
as well as others yet TBD
We also will be posting the full text of this year's Reports on
the
ABA RPPT Section's Web site, as we did last year All the Reports
from last year's 35th 2001 Institute are posted there now, at URL
<http://www.abanet.org/rppt/meetings_cle/meetings_cle/heckerling/home.html>
In addition, each Report can also be accessed at any time from the
ABA-PTL Discussion List's Web-based Archive at URL
<http://mail.abanet.org/archives/aba-ptl.html>
=================
Again this year a complete listing of the proceedings and speakers
is
available on the Institute's Web site. The URL for that site
is
<http://www.law.miami.edu/heckerling>
===================================================
REPORT NO. 1 - Monday, January 7, 2002
The following preliminary report has been filed concerning the vendors
who are in the Exhibit Hall this year and other technology news:
As the size of the institute grows, so does the number of vendors,
and there are multiple vendors in almost all categories, including
the following:
Administration support services, such as deed preparation
Appraisal and valuation companies
Auction houses and services
Book and reference material sales, including the latest edition
of Natalie Choate's Retirement Plans book
Missing persons and heirs locators
Software sales - these include software for planning and administration
and document assembly
Trust departments/companies and other companies managing assets
and investments
And now for some news highlights from the vendors:
First, the following statement has been issued recently jointly
by Lawgic and the authors of the Florida Wills and Trusts system:
>>>>
"Dear Subscriber:
As many of you have become aware, Lawgic has been affected by the
economic
downturn and has had to curtail much of its operations, including
sales,
training and customer support. We apologize if you have tried but
been
unable to contact us, and want to assure you we are doing all we
can to move
forward and preserve the Lawgic program you have come to rely upon.
The
program should operate normally during 2002, but if you receive
an
expiration notice, you may download a patch off our website to extend
your
use.
Currently we are in the midst of negotiations with several large
legal
publishers to sell the Lawgic system, and hope to have a resolution
in the
very near future. The authors of Florida Wills and Trusts are aware
of this
process and agree with the approach. We anticipate you will be able
to use
and enjoy this wonderful program for many years to come. We will
keep you
advised of developments."
Edward F. Koren, Holland & Knight LLP, ekoren@hklaw.com
Co-Author, Lawgic Florida Wills and Trusts Software Program
Ste 2300, 400 N. Ashley Dr., Tampa, FL 33602, (813)227-6655
92 Lake Wire Dr.,Lakeland, FL 33815, (863) 499-5314
>>>>
Second, the Technology Group's LawOnTheWeb.com Web site is
back up and running again. More information about their recent financial
and management difficulties is available at www.LawOnTheWeb.com
<http://www.lawontheweb.com/>.
Third, ACTEC Fellow, Larry Katzenstein, has recently updated
his TigerTables program. It seems to have some nice new additional
features that can be checked out at www.tigertables.com
<http://www.tigertables.com/>. We hope to post
a more detailed review of this new software update on one of our
later reports.
Fourth, Estate Valuations & Pricing Systems, Inc. has
recently announced the release of the latest version of its industry-leading
historical securities valuation software: EVP Office XP (Version
6.4.0). Included in this release are new versions of EstateVal,
CostBasis, and CapWatch. The programs can be downloaded from <http://www.evpsys.com/software>.
The most significant feature of the new version of EstateVal, allows
estates affected by the market closures in the wake of the attacks
on the World Trade Center to be re-evaluated, at no cost, with full
pricing. Also included is EVP's new pricing structure, and the ability
to re-print old billing records with the appropriate data. These
billing records can now be exported to a spreadsheet, as well. All
the changes can be found on EVP's Web site, at <http://www.evpsys.com/software/eo_changes.html>.
Fifth, a recent issue of Steve Leimberg's e-mail based Charitable
Planning Newsletter [ <http://www.leimbergservices.com/>]
contained a Review by subject matter of 2001 IRS Charitable TAMs/PLRs
by LISI commentator Johni Hays, co-author of the just released book,
Tools and Techniques of Charitable Planning. Steve Leimberg's Charitable
Planning Newsletter. A recent issue of Steve's Estate Planning
Newsletter dealt with the new IRS Guidance on Split-Dollar Life
Insurance that were issued on January 3 [Notice 2002-8, 2002-4 IRB
1 revoking Notice 2001-10 which was issued in January of 2001.
In a recent issue of his Employee Benefits and Retirement Planning
Newsletter, LISI Commentator and Technical Editor Barry Picker,
the author of "Barry Picker's Guide to Retirement Distribution Planning"
shares important information on a recent IRS safe harbor notice
[Notice 2002-3] which requires written notice on Certain Qualified
Plan Distributions to reflect the changes that were made by the
Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA),
P.L. 107-16. Information on how to subscribe to this and other
LISI E-Mail Newsletters can be found at <http://www.leimbergservices.com/>.
Sixth, the newest iMac was released at MacWorld on Monday
(it's on the cover of the Time magazine issue for this week. An
article on this is at: <http://www.computerworld.com/storyba/0,4125,NAV47_STO67176,00.html>.
Seventh, WealthCounsel's
new significantly expanded Document Assembly System is being introduced
at Heckerling this year. It offers a complete estate
planning system for Advanced Estate Planning Law. It is programmed
to be used with HotDocs 5.X, which makes it easy to use and modify
the standard text. The systems now includes forms and supporting
documents for:
* Family Limited Partnership Module
* Charitable Planning Module
* Revocable Living Trust Module
* Irrevocable Trust Module
* Testamentary Will Planning Module
* Split Interest (QPRT)
This system has been designed using plain English drafting,
but gives the user the ability to modify it to the user's own writing
style with great ease. Stop by their
booth in the Exhibition Hall and give this document assembly system
a good look-see, as they are offering it at a special sale price
if it is ordered during Heckerling. More information can be
found at www.wealthcounsel.com <http://www.wealthcounsel.com/>.
Next, on the news front, the following IRS SS-4 news has
recently been released:
Does anyone know if the the new non-Draft
SS-4 is going to be available over the internet?
Date:
Mon, 7 Jan 2002 15:20:07 -0500
From: "Joseph
B. Schimmel" <joetax@MINDSPRING.COM>
Subject: Re: [ABA-PTL] ID #
To:
ABA-PTL@MAIL.ABANET.ORG
The IRS website lists the target release date as January 10, 2002,
so
maybe the wait will be over then.
See <http://www.irs.treas.gov/plain/bus_info/tax_pro/formsch.html>
By the way, I believe the hold-up is that the drafts have
to be sent to
the Office of Management and Budget for some fixed length of time
before
they can be released in final format.
Joseph Schimmel, Attorney
Miami, Florida
Lastly, for announcements, the American Association
of Attorney-Certified Public Accountants has issued the following
e-mail invitation:
From:
Leonard Weiner <lweiner@LWEINERLAW.COM>
Subject:
If you are both an Attorney and a CPA
The American Association of Attorney-Certified
Public Accountants (website:
www.attorney-cpa.com <http://www.attorney-cpa.com/>)
is hosting several events for attendees of the
University of Miami’s Heckerling Estate Planning Institute in
January 2002.
Complimentary LUNCH for prospective
members:
Wednesday, January 9, 2002, 12:15-2:00 PM, Fontainebleau Hotel
Members & Guests Reception and Dinner: Tuesday, January
8, 2002, 6:30 PM
Luna Rossa Café at The Indian Creek Hotel, Miami Beach,
toward South Beach.
The luncheon on Wednesday is relaxed. If asked, we can acquaint
non-member
Attorney-CPAs with the advantages, services, and benefits of AAA-CPA
membership. There is no charge to prospective members to
attend.
The dinner on Tuesday is subsidized and provides an opportunity
for AAA-CPA
members and their guests who are in south Florida then to get
together and
enjoy a delicious buffet dinner while networking with colleagues.
We will
dine in a historic art deco setting in Miami Beach. The
dinner is $20 per
person paid in advance ($30 at the door) with a cash bar.
To RSVP or get information, please contact Ron or Gai at:
888-ATTY-CPA (288-9272)
Fax: 888-272-2889
Email: aaacpa@attorney-cpa.com
___________________________________________________
That is it for Report No. 1. The full text of all the Reports
will be posted on the ABA RPPT Web site at
www.abanet.org/rppt <http://www.abanet.org/rppt>.
======================================
MIAMI INSTITUTE GENERAL INFORMATION:
Inquiries/Registration:
Philip E. Heckerling Institute on Estate Planning
University of Miami School of Law
Center for Continuing Legal Education
P.O. Box 248087
Coral Gables, FL 33124-8087
Telephone: 305-284-4762 / FAX: 305-284-6752
===========================================
Headquarters Hotel - Fontainebleau Hilton, Miami Beach, FL
Telephone (305) 538-2000, FAX (305) 674-4607
===========================================
NOTICE: Although audio tapes of all of the substantive session
at the Miami Institute currently are only made available to Institute
registrants for purchase, the entire proceeding of the Institute
are
published annually by Lexis/Nexis. For further information, go to
their Web site at <http://www.lexis.com/>.
The text of these proceedings is also available on CD ROM from
Authority by Matthew Bender. For further information, contact
your Matthew Bender sales representative, or call (800) 533-1637,
or fax (800) 828-8341, or go to URL <http://www.bender.com/>,
or
write to Matthew Bender & Co., Inc., Attn: Fulfillment Dept.,
1275
Broadway, Albany, NY 12204.
______________________________________________________
Joseph G. Hodges Jr. Esq., Denver,
CO
ABA-PTL Discussion List Chief Moderator
jghodges@jghlaw.com
<http://www.jghlaw.com/>
URL for ABA-PTL Web-based Archives:
<http://mail.abanet.org/archives/aba-ptl.html>
back
to 2002 Table of Contents
|
|
